Latest / Your Life Simplified: A Financial & Wealth Management Podcast
2025 Estate Tax Exemption
Scott Luhnau, vice president of multi-generational wealth planning, joins Dan Sharkey, senior wealth advisor, on this episode of Your Life Simplified to share what you need to know before the 2025 estate tax exemption. Scott shares a few strategies to prepare for this extate tax exposure.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.